Infor ERP XA Project Manufacturing - mapics-support.commapics-support.com/Project.pdf · Infor ERP XA Project Manufacturing Mark Shubel Lexel Corporation . Project Manufacturing According

Infor ERP XA Project Manufacturing

Mark Shubel

Lexel Corporation

Project Manufacturing

According to Wikipedia…

Project Management - the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives.


Life of a Project

Conception

Quote/Estimate

Production

Change Orders

Milestone/Progress Billing

Shipment

Post Sales

Installation

Warranty

Training

Repairs


Components of a Project Management System

Estimating

Cost Accumulation

Accounting/Billing

Traditional ERP

Performance to Budget

Critical Path Scheduling


• End-to-End Project Costs

• Estimating

• Engineering

• Production

• Post Sales

• A Seamless, Integral Part of Infor ERP XA

• Formerly Contract Accounting/CA Plus

• Addresses Project Manufacturing/Make-to-Order/AD/Requirements


• Organizes Costs/Hours from Multiple M.O.s

• By Project Phase

• Project Model

• Real-Time Cost Traceability from Source Transaction

• Estimate Processing

• Interfaces to New Service Management Application

Some CA Plus Customers

7

http://www.baesystems.com/index.htm

http://www.teledyne.com/index.asp

http://www.thermofisher.com/global/en/home.asp


• Purchase Directly to a Project

• Actual

• Issue Standard Components to Projects

– Standard

– Average

– Last Cost


• Labor is Calculated

• PCC - Average

• Payroll - Actual

• Table Driven Overhead

–Year- End Adjustment


All Charges are Made to Manufacturing Orders

PRM Relates These to Project Costs by Phase

Users May Create M.O.’s with Desired Detail

• Routings

• Bills of Material

Project Inventory

Enables Inventory Statistics by Project

Usage

Cost

On-Hand

Lead-times

Location/Lot/Serial Number Control

MRP by Project

Manufacturing Orders

Labor

Actual Cost

Purchases

Material

Issues

(IP IU)

Manufacturing Order

Overhead

Routings

Cost Elements

Misc

BOM

Manufacturing Order

Project Model

Project Manufacturing PC&C

M.O. “Personalities”

The Project Model (WBS)

Company

Project (COM Order)

Project Line (COM Line)

Project Level (User defined)

Project Manufacturing Order

Project Cost Element (M,L,O)

Project Detail Transaction

Company 1

C000333 Customer-100

Line 1 - 1000 Generators

Level 1 - Engineering

M000033 - Part 550111

Element - 170 Assembly Labor

Detail- 50 hours emp-50

M000034 - Part 550122

Level 2 - First Year Production

Line 2 - On-Site Installation

Project Model Example

Accumulation Buckets

6 Accumulation Buckets

By Phase

Period

Hours/Cost

Fiscal Year

Hours/Cost

Inception to Date

Hours/Cost

PC&C without PRM

By M.O. Only

Period

Hours/Cost

Inception to Date

Hours/Cost

Cost Elements

User Defined Cost Elements Material/Other Direct Charges

Labor

Overhead

Labor

Routings

Detail Selected by User

May be Defined at M.O. Release

0010 Insert part A into B

0020 Insert part B into C

0030 Inspect B

0040 Inspect C

0050 Test

170 Assembly

175 Inspection

180 Test

Detail Routing Cost Elements

Actual Material Cost

User Defined Charges

Outside Services

Set-up

Material Categories

Entered Through...

Accounts Payable

Production Control and Costing

Element Description Cost

1800 Purchased Parts 12000.00

1900 Subcontracting 50000.00

2000 Shipping Materials 6000.00

Material Issues

Planned Issues

BOM exists

Known at M.O. Release

Unplanned Issues

Any Inventory Item

Item Number

911

Cost

150.00

Cost Element

185 Stock Items 921 200.00

Project Management

• PRM Receives Data From.. – Inventory Transactions

– Payroll

– Production Labor Reporting

– PM&C/Paperless

– Accounts Payable/IFM

How PRM is Updated

PC&C

PM&C

Paperless

I/M

A/P

P/R

CAINT

AM9MU

UJOB

DATAQ XREF

G/L INTERFACES

M

O

D

E

L

Estimate Processing

Estimates Entered by Phase

Hours and Dollars

Rolled up to Project

Optionally Add Estimate Periods (by Time)

Estimates by Period by Element

Costs are Accumulated and Populated

Company 1




M000033 - Part 550111




E000001- Estimate


Estimate 65 hours 700.00

01/01/07-03/30/07 40 hours 400.00

04/01/07-06/30/07 25 hours 300.00

Actual Purchase Cost

Purchase to Project Phase

Company 1




M000033 - Part 550111




M00033- Advanced Purchases

Element - 180 Purchased Parts

P.O.123 Part 55001122

Overhead Processing

Overhead Pools Pools Contain Groups of Element Rates

Allows Unique Rates by Element IE:

Material @ 20%

Assembly Labor @ 125%

Quality Labor @ 200%

Assign Pools to Projects

Reporting

• Project Summary

– Visual Explosion of Work Breakdown Structure

• Costing Reports

– Company

– Project

– Line

– Level

– Manufacturing Order

• Detail Transactions Update Register

OLAP Analysis

Extract to Excel Pivot Table

Allows “Slicing and Dicing” of Project Costs

Report Format

Period YTD JTD

Hrs/Cost Hrs/Cost Hrs/Cost

170 L

171 L

172 L

Total L

180 M

181 M

182 M

Total M

190 O

191 O

Total O

Total

Project Manufacturing Screen Flow

















• Project Costs/Hours by

• Period

• Year

• Inception to date

• Unlimited Cost Elements

• Organizes Cost for Multiple M.O’s

• Fully Integrated

• No Duplication of Data

Documents

Infor ERP XA Project Manufacturing - mapics-support.commapics-support.com/Project.pdf · Infor ERP XA Project Manufacturing Mark Shubel Lexel Corporation . Project Manufacturing According